Gain insights into topical issues through our wide range of CPD-accredited publications.
Relevant life – case study
This case study is an independent CPD-accredited resource for advisers that sets out the opportunities relevant life has to offer and illustrates through a series of case study scenarios just how relevant life can be used in a variety of circumstances to better serve clients.
DFM propositions on platforms – case study
Over the past few years we have seen a proliferation of offerings from those operating in the discretionary investment arena, with varying levels of discretion. Combine these with the multitude of platform-linked propositions and charging structures and it is no wonder those undertaking initial and ongoing due diligence research are finding qualifying suitability a significant task.
Managed portfolio services – market update 2015
Discretionary solutions are now an important part of an adviser’s toolkit. We’ve launched this managed portfolio services (MPS) market update to give you a comprehensive overview of the space, including compliance challenges and business opportunities.
Looking forward to retirement: Guide for advisers
The pension reform 2014/15 is now influencing all retirement and inheritance tax planning. Against this backdrop, we have produced a guide to help you keep up with the changes in legislation. The guide comes in two versions, one for you, the adviser, and another one aimed at consumers.
Changing retirement planning – financial adviser guide
The pension reform means that your clients face even more choice in creating retirement income, having to consider blending pension products with other investments and sources of income. Our CPD-accredited guide will help you consider whether these significant market changes require a new approach to the advice process.